Filer Name: THREE BRIDGE WEALTH ADVISORS, LLC
CIK: 1950962
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 93
Portfolio Value: $0.29B

Three Bridge Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ACWI US ISHARES MSCI ACWI ETF 387,722 $46M 15.95% 1.5% -
VOO US VANGUARD S&P 500 ETF 40,905 $22M 7.72% 21.0% -
SPY US SPDR S&P 500 ETF TRUST 35,822 $21M 7.38% 2.1% -
COIN US COINBASE GLOBAL INC -CLASS A 74,398 $18M 6.47% -40.2% -
VT US VANGUARD TOT WORLD STK ETF 104,539 $12M 4.30% 2.8% -
IWR US ISHARES RUSSELL MID-CAP ETF 125,329 $11M 3.88% 14.9% -
QQQ US INVESCO QQQ TRUST SERIES 1 21,368 $11M 3.82% 16.0% -
IAU US ISHARES GOLD TRUST 197,524 $10M 3.42% 0.4% -
PRFZ US INVESCO FTSE RAFI US 1500 SM 191,374 $8M 2.79% -1.6% -
VWO US VANGUARD FTSE EMERGING MARKE 174,624 $8M 2.69% 8.4% -
GLD US SPDR GOLD SHARES 30,985 $8M 2.63% 0.5% -
META US META PLATFORMS INC-CLASS A 12,715 $7M 2.61% - -
RBLX US ROBLOX CORP -CLASS A 126,290 $7M 2.56% - -
IWF US ISHARES RUSSELL 1000 GROWTH 17,693 $7M 2.49% 3.3% -
VEA US VANGUARD FTSE DEVELOPED ETF 138,219 $7M 2.31% 1420.2% -
EEM US ISHARES MSCI EMERGING MARKET 144,660 $6M 2.12% 5.9% -
IWM US ISHARES RUSSELL 2000 ETF 19,212 $4M 1.49% 32.8% -
JMST US JPM ULTRA-SHORT MUNI INCOME 69,093 $4M 1.23% 0.1% -
AAPL US APPLE INC 13,388 $3M 1.17% 5.4% -
NVDA US NVIDIA CORP 21,620 $3M 1.02% - -
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